Diversify Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Diversify Wealth Management’s Portfolio IBDT Stock Details IBDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.06M	Buy	+42,401	New	+$1.07M	0.02%	641

Other funds holding IBDT

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Diversify Wealth Management's IBDT Position: Q3 2026 in Review

Diversify Wealth Management opened a new position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q3 2026: 42,401 shares worth $1.06M. The stake represents 0.02% of the portfolio and ranks #641 among its holdings.

150 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

Diversify Wealth Management held 42,401 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $1.06M as of Q3 2026.
iShares iBonds Dec 2028 Term Corporate ETF was a new Diversify Wealth Management position in Q3 2026.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.02% of Diversify Wealth Management's portfolio in Q3 2026, its #641 holding.
150 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.